Keep clients, projects and teams moving from one workspace.
Scale your service operations without adding coordination friction. CATTAB connects client accounts, multi-stage project deliverables, team specialist rosters, contractor rates, and direct expenses into one operational source of truth.
Scaling service delivery shouldn't create coordination chaos
As client accounts grow and specialist rosters expand, fragmented tools lead to missed handovers, unbilled extras, and compromised project margins.
Disconnected Tool Stack
Client notes in a CRM, project tasks in a tracker, contractor rates in spreadsheets, and receipts in email folders.
Resource Allocation Blindspots
Project managers struggle to quickly see who is available, who has the required language/service expertise, and agreed contractor rates.
Margin Erosion Across Jobs
Subcontractor costs and expenses are disconnected from client contracts, making it difficult to evaluate real job-level profitability.
Scattered Operational Context
Deliverable specifications, client commercial terms, and reference assets get lost between project managers and external specialists.
Enterprise Client Portfolio Management
Maintain customized commercial parameters for dozens of corporate accounts.
Manage complex client relationships with structured company profiles. Save client tier, default currency, country, and billing guidelines so all project managers execute on consistent terms.
Segmented Account Categories
Classify accounts as Enterprise, SMB, Startup, or Individual to structure service-level agreements and priorities.
Pre-Configured Commercial Terms
Enforce client-specific currencies and default measurement units across all project managers automatically.
Full Account Job History
Review past project volumes, delivered jobs, and active pipeline status across the entire client relationship.
High-Volume Deliverable Coordination
Keep multi-stage client projects flowing with complete deliverable oversight.
CATTAB models the true operational flow of service delivery: Client → Project → Services → Languages → Team → Finance. Ensure on-time handover across high project volumes.
Structured Project Intake
Specify volume units (words, hours, pages), delivery priority (Normal, Urgent), and deadline dates at project inception.
Multilingual Language Pairs
Record source and target language pairs directly on projects for translation and localization operations.
Pipeline Status Visibility
Monitor jobs as they transition through Pending, In Progress, Completed, and Cancelled stages with live team filtering.
Specialist Capacity & Contractor Allocation
Connect the right talent to every deliverable with rate and role clarity.
Maintain a centralized directory of internal team members and vetted external freelance contractors. Store their specialist services, compensation rates, and payout details.
Role & Employment Categorization
Classify contributors as Freelancers, Contractors, or Full-Time staff with dedicated job titles and service capabilities.
ProjectMember Assignment
Assign team members to specific project rosters with designated roles, agreed project rates, and currency tracking.
Secure Contractor Payout Records
Keep banking details, IBAN, Swift, and PayPal coordinates on file for organized contractor disbursements.
Multi-Currency Margin & Expense Oversight
Align service rate cards with direct project costs and supplier payees.
Prevent margin erosion on complex jobs. CATTAB links standardized client rate cards with direct subcontractor expenses and payee profiles in an integrated multi-currency ledger.
Standardized Agency Rate Cards
Publish standard service pricing with unit measurement (Word, Hour, Fixed) and delivery turnarounds.
Direct Job Expense Linkage
Attribute subcontractor costs directly to specific projects to accurately calculate gross deliverable margins.
Payee & Supplier Directory
Maintain comprehensive records of external translation vendors, software providers, and suppliers.
Engineered for operational clarity at scale
Consolidate your agency's client relationships, team capacity, and financial control.
Relational Operational Data
Seamlessly links Clients, Projects, Services, Team Members, and Expenses without disconnected spreadsheets.
External Contractor Ready
Built from the ground up to handle rosters of freelance contractors alongside core full-time team leads.
Cross-Border Commercials
Handle international client retainers and global contractor payouts in their native currencies.
Executive Visibility
Gain immediate oversight over active projects, upcoming deadlines, and financial commitments in one place.
Operating as an independent consultant or solo specialist?
If you run client work by yourself without a multi-person team or contractor roster, discover our streamlined freelancer workflow.
Frequently Asked Questions
Common questions about using CATTAB for service agencies and teams.
Unify your agency's clients, deliverables, and team in one workspace.
Empower your project managers and specialists with the operational structure needed to deliver outstanding client work.